Hear from Scott MacKillop & Stacy Havener
I was fortunate to sit down recently for a conversation with Stacy Havener on her Billion Dollar Backstory podcast. Stacy knows how to get to the heart of a story as well as anyone in our industry. And she makes it fun in the process! I hope you’ll join the fun and listen in.
Stacy launched Havener Capital Partners 15 years ago to help start-ups, new funds, and asset management boutiques—the underdogs of the investment world—find their audience and connect with the early adopters who will take them to the next level.
But Stacy’s message is relevant to anyone trying to grow a business in financial services. She knows that the qualitative can matter just as much to investors as the quantitative. Culture can be more important than Sharpe Ratios. Stories are more powerful than statistics.
Press Play:
In both her business and her podcast, she helps people find their authentic voice and own their stories. Listen to my conversation with Stacy and learn:
- How to build trust and credibility with your target audience
- How to fight through the inevitable difficulties of growing a business
- The mindset you need to differentiate your firm and stand out from the competition
- The power of developing an authentic personal brand
- The sales and marketing playbook that works for smaller, growing firms
Read the transcript:
DISCLAIMERS: Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice or a solicitation. GeoWealth has not been compensated for this communication. This is not an endorsement or testimonial of any product or service. The information provided in this blogpost is intended for general information and educational purposes only. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results.
See GeoWealth's Turnkey Asset Management Platform in action.
Schedule a one-on-one consultation with our team.